Category : Family Business/Family Office Setup

Family Business/Family Office Setup

Flows Vs Fundamentals – Probability of Nifty hitting 8000 or 10000?

There has been a debate in the recent past on what is driving the stock markets i.e. flows or fundamentals. In the last two months, most of the global market recovery has been driven by flows from central banks and not on fundamentals. Here are some facts to reflect upon:  Flows: 1. There is a […]

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Family Business/Family Office Setup

Rationale for Running a Family Office as a Business & Framework of Investments office

Before I share my thoughts on the above topics, it is important to understand my experience and depth of engagement with some of the large business families. While my experience has been limited to North Indian families, but I do believe at a philosophical level there may not be much difference in the construct of […]

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Family Business/Family Office Setup

Investing during Uncertain and Anxious Times

There has been phenomenal volatility in most markets which has not been seen previously, for instance, VIX for Indian stocks at 70 is rare and given the uncertainty prevailing in the environment it is unlikely that  VIX will get closer to its long term trend in the near future. The Drawdown from Peak to Trough has been […]

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Family Business/Family Office Setup

Conceptual Framework of Family Office

sarcha_advisors

Over the past few months, I have tried to understand, how people relate to a family office. The common lingo is that Family office is all about Investments and in some cases succession planning (restricted only to Trust and Estate Planning). In my personal view based on my 26 years of exposure to working with […]

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Family Business/Family Office Setup

Role of family in managing wealth

In my personal view, and based on my learnings and interactions with multiple stakeholders over the last many years, here are my key takeaways w.r.t. Family Role in managing Family Investment. 1. In order to get similar attention as for any business run by the family , it would be a great idea if similar […]

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